Tax Percent window

Use this window to change the tax percentage amounts for an invoice or credit memo.

Fields

Descriptions

Tax code

Enter the tax code (up to 15 characters) for this line, or press F4 to view a list of valid tax codes. When Enter is pressed, the software advances to another field where the corresponding tax percentage displays. You may enter an alternate tax percentage, if desired.

This field will be reset if the Job, Phase or Cost type (Ct) fields are edited.

Type

Either Use Tax or Sales Tax displays (based on the setting in Use Tax Code Maintenance). No entry is allowed.

Tax %

The tax percent amount displays from Use Tax Code Maintenance. No entry is allowed.

Taxable?

Select the checkbox if taxable, otherwise leave the checkbox clear.

This field will be reset if the Job, Phase or Cost type (Ct) fields are edited.

Tax amount

The system will automatically calculate the tax amount. No entry is allowed.